Charles Paderick is a CFP-designated registered investment advisor, based in Sanford, NC, with 15 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold.
Location
603 Carthage Street, Suite 210, Sanford, NC, 27330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a bank advisory board member at Dogwood State Bank, dedicating minimal time. He also serves on the board of trustees for Episcopal Day School, spending a few hours per week.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Capfinancial Securities, LLC.Broker
Mfs Fund Distributors, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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